Anic Equity¶
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Total return since start: 0.618 %¶
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Equity now: -----------------------------> 49410.08 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45349.08 Kr¶
PnL: ---------------------------------------> 293.08 Kr¶
DD now: ---------------------------------> -6.985 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 09:52:33.407775'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.040000 | 1668.420000 | 199.420000 | 13.580000 | 1468.999998 |
| Orrön Energy | 180 | 1.020000 | 2224.800000 | 181.800000 | 8.900000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.250000 | 992.500000 | 57.500000 | 6.150000 | 935.000000 |
| Sedana Medical | 93 | -3.420000 | 2570.520000 | 49.520000 | 1.960000 | 2521.000011 |
| Platzer Fastigheter Holding B | 12 | -1.530000 | 1004.400000 | 43.400000 | 4.520000 | 960.999996 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Sagax B | 4 | -0.710000 | 890.800000 | 36.800000 | 4.310000 | 854.000000 |
| Hexatronic Group | 12 | 0.140000 | 1003.200000 | 36.200000 | 3.740000 | 966.999996 |
| Catena | 2 | -1.380000 | 827.200000 | 35.200000 | 4.440000 | 792.000000 |
| JM | 6 | -0.600000 | 897.000000 | 33.000000 | 3.820000 | 864.000000 |
| Hoist Finance | 35 | -0.520000 | 1011.500000 | 31.500000 | 3.210000 | 980.000000 |
| OX2 | 13 | 1.360000 | 967.850000 | 17.850000 | 1.880000 | 949.999999 |
| VEF | 909 | -2.190000 | 1867.090000 | 17.090000 | 0.920000 | 1850.000436 |
| Bilia A | 8 | -0.170000 | 914.400000 | 14.400000 | 1.600000 | 900.000000 |
| Gränges | 9 | -0.100000 | 941.400000 | 13.400000 | 1.440000 | 927.999999 |
| HEXPOL B | 9 | 0.610000 | 1034.100000 | 13.100000 | 1.280000 | 1020.999996 |
| Biotage | 7 | -0.370000 | 954.100000 | 13.100000 | 1.390000 | 940.999997 |
| BioGaia B | 8 | -1.010000 | 940.800000 | 10.800000 | 1.160000 | 930.000000 |
| Byggmax Group | 33 | -0.750000 | 966.240000 | 10.240000 | 1.070000 | 956.000001 |
| AcadeMedia | 8 | -0.390000 | 404.800000 | 2.800000 | 0.700000 | 402.000000 |
| Clas Ohlson B | 12 | -0.980000 | 974.400000 | 1.400000 | 0.140000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.120000 | 778.800000 | -0.200000 | -0.030000 | 779.000001 |
| EQT | 4 | -1.390000 | 824.800000 | -7.200000 | -0.870000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.290000 | 950.600000 | -16.400000 | -1.700000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| SKF B | 5 | -0.030000 | 918.000000 | -22.000000 | -2.340000 | 940.000000 |
| Addnode Group B | 11 | -0.370000 | 898.700000 | -22.300000 | -2.420000 | 921.000003 |
| Alimak Group | 11 | -1.440000 | 905.300000 | -22.700000 | -2.450000 | 927.999996 |
| Indutrade | 5 | -0.550000 | 1183.500000 | -34.500000 | -2.830000 | 1218.000000 |
| Latour B | 4 | -0.640000 | 810.800000 | -46.200000 | -5.390000 | 857.000000 |
| Vitec Software Group B | 2 | -1.790000 | 1040.000000 | -47.000000 | -4.320000 | 1087.000000 |
| Bufab | 3 | -0.740000 | 1042.800000 | -66.200000 | -5.970000 | 1109.000001 |
| Hexagon B | 26 | -1.510000 | 3381.300000 | -79.700000 | -2.300000 | 3461.000010 |
| INVISIO | 16 | -0.440000 | 3600.000000 | -89.000000 | -2.410000 | 3689.000000 |
| BHG Group | 97 | -1.120000 | 1365.760000 | -93.240000 | -6.390000 | 1458.999989 |
| TOTAL | 45349.080000 | 293.080000 | -6.98465% | 45056.000411 |
Updated:¶
'2023-07-05 09:52:50.041992'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
